T: 212-485-1536 | F: 212-485-1537

Raymond L. Penzi

Vice President, Estate & Business Planning

Mr. Penzi graduated from Fairfield University, Dolan School of Business with a Bachelors degree in Finance and concentration in Management. Upon graduation he launched his professional career in the financial services industry. Prior to joining Heritage Strategies, Mr. Penzi was an Associate at Sidoti & Co. Mr. Penzi was responsible for expanding new business and advising institutional investors.

In January 2012 Mr. Penzi joined Heritage Strategies as an Associate where his focus is Estate & Business Continuity Planning, new business development and relationship management.

Mr. Penzi holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).

Mr. Penzi is currently pursuing his Certified Estate Planner and Chartered Life Underwriter accreditations.

Mr. Penzi resides in Brookville, New York with his wife.